The Alert Manager will allow you to set up the system so that it will automatically deliver warnings and important messages to staff by email or SMS to remind them about upcoming deadlines and send alerts for jobs, meetings, and other communications. It may be set upon implementation but if not, you will need to follow the below steps.
Installation
To download the Alert Manager file, you will need to go to https://www.relate-software.com/ and select the log-in button in the top right of the screen.
If you have never logged in before, you will need to select Sign Up. If you have any issues with receiving the sign-up email, please contact our support team at 014597800 and they will be able to send you the file to download to your machine.
Once logged in, you will select Drive CRM & Practice Management from the list of products as shown on the list below.
Select Downloads from the options as below.
Scroll to find New Alerts Manager and click ‘Click here to download’. The file will download to your machine.
Click the download that appears in the bottom left of your screen and open it. You will see AlertManager.exe – click this to run and install.
Once it is installed on your machine you will need to open Drive to choose your specific settings. Select Tools –Alert Manager Settings as shown below.
You will be presented with the screen below with several tabs. Click on each one and choose who, how, and how often you and your team will get the alerts. You will also need to input the email to which alerts are also sent.
Before finishing, click Sender Mail Settings and input the email and sever information so these are received correctly. You will need to contact your IT or email administration for this detail. Click OK once you add the detail and again in the Alert Manager Setup screen.
Your Alert Manager is now set and will send alerts to the relevant staff at chosen times. If changes ever need to be made, you can make updates by going back to Tools – Alert Manager Settings. If you like, you can have the alert manager pop up each time you log in as below. If you do not want this option, you can deselect the option for Show Alerts at startup.